Hybrid Client Operations & Scheduling Specialist

Personal Group; Milton Keynes; Hybrid; GBP 23,400 - 28,600; Full time

Benefits offered by this job

25 days holiday

Private medical insurance

Travel insurance

Maternity/paternity leave

Online GP

Job summary

Personal Group is seeking a Client Operations Executive in Milton Keynes. The role is hybrid and focuses on arranging engagement visits and ensuring field sales teams have productive schedules to meet daily targets.

You will build strong client site relationships, coordinate visits by phone, and maintain accurate CRM records while supporting rollout activities and client satisfaction.

Qualifications

• Experience in establishing and maintaining good working relationships built on trust.
• Customer-focused approach and ability to respond to needs.
• Experience speaking with customers face-to-face or by phone.

Responsibilities

• Build and maintain relationships with client site contacts for benefit rollouts.
• Arrange engagement visits with client contacts by phone.
• Ensure Field Sales Executives have viable appointments to meet targets.
• Handle on-site issues during rollouts or escalate as needed.
• Maintain client data accurately in the CRM system.

Skills

Relationship building

Customer focus

Communication

Scheduling

Tools

CRM systems

MS Office

Job description

Personal Group is seeking a Client Operations Executive in Milton Keynes. The role is hybrid and focuses on arranging engagement visits and ensuring field sales teams have productive schedules to meet daily targets.

You will build strong client site relationships, coordinate visits by phone, and maintain accurate CRM records while supporting rollout activities and client satisfaction.